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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,556 | $85,060-54.7% | $70,565-45.4% | $139,487-72.4% |
| Participation rate | 12.5% | 73.9%-61.4pp | 68.4%-55.9pp | 80.3%-67.8pp |
| Annual return | 0.00% | 30.39%-30.4pp | 32.79%-32.8pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,035 | $3,912-73.5% | $2,976-65.2% | $4,755-78.2% |
| Participant deferral / active EE | $3,750 | $5,891-36.3% | $4,568-17.9% | $6,713-44.1% |
| Admin fee / account holder | $0 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |